Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing

2024-03半导体芯片26免费

📄 文件全名: 《Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: +20% prices hikes amid pocket of demand improvement. NAND contract transaction
prices are rising +10-15% in 2Q24 following a wafer price resurgence in March at
+15% MoM and an improving structural demand environment from enterprise SSD
ahead, we expect Hynix to remain in pole position for HBM3e with more than 90%
🏷️ 核心议题: #DRAM#NAND

📦 本报告属于月份合集

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报告摘要

Morgan Stanley Asia Limited+ Shawn.Kim@morganstanley.com +852 3963-1005 Research Associate

❓ 常见问题

《Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing》主要包含哪些内容?

Morgan Stanley Asia Limited+ Shawn.Kim@morganstanley.com +852 3963-1005 Research Associate核心数据:+20% prices hikes amid pocket of demand improvement. NAND contract transaction;prices are rising +10-15% in 2Q24 following a wafer price resurgence in March at;+15% MoM and an improving structural demand environment from enterprise SSD。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 26。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了DRAM、NAND等议题。